- Orion Advisor Services (Portfolio Management)
- Redtail Technology (Customer Relationship Management)
- Junxure (Customer Relationship Management)
- MoneyGuidePro (Financial Planning)
- AdvisoryWorld (Analytics)
- Morningstar Office (Portfolio Management)
TD Ameritrade in 2010 became the first major advisor custodian to open up its platform for advisors to third-party software firms through an open application programming interface (“API”). Today more than 65 technology providers integrate key advisor applications with Veo, simplifying and streamlining such routine tasks as account opening, trading, managing customer data and accessing client data on mobile devices. Another 20 firms are actively working on integrating their technology, further expanding the number of choices for advisors.The Veo platform’s open architecture approach allows advisors at TD Ameritrade to gain efficiency and scale through integration, gives them flexibility to work with existing technology and lets advisors work with the vendor that meets their needs. Integration is the key reason why TD Ameritrade Institutional has had the most "very satisfied" advisors among RIA custodians in Financial Planning’s annual Technology Survey for the past two years. 2 The Innovation Awards and Newcomer of the Year Awards were selected by a committee of TD Ameritrade technology executives based on a number of criteria, including the depth of a product’s integration with Veo, its integration with other third party applications and level of adoption by advisors. The award committee’s methodology was reviewed and validated by Joel Bruckenstein, CFP®, a consultant, writer, publisher of Technology Tools for Today, and president of fee-only financial planning firm Global Financial Advisors, Inc. About TD Ameritrade InstitutionalTD Ameritrade Institutional 1 is a leading provider of comprehensive brokerage and custody services to more than 4,500 fee-based, independent registered investment advisors and their clients. Our advanced technology platform, coupled with personal support from our dedicated service teams, allows investment advisors to run their practices more efficiently and effectively while optimizing time with clients. About TD Ameritrade Holding CorporationMillions of investors and independent registered investment advisors (“RIAs”) have turned to TD Ameritrade’s (NYSE: AMTD) technology, people and education to help make investing and trading easier. Our clients want to take control and we help them decide how, whether online, over the phone, in a branch or with an independent investment advisor. We’ve been bringing Wall Street to Main Street for more than 36 years. An official sponsor of the 2014 and 2016 U.S. Olympic and Paralympic Teams, TD Ameritrade has time and again been recognized as a leader in investment services. Please visit TD Ameritrade’s newsroom or www.amtd.com for more information. Brokerage services provided by TD Ameritrade, Inc., member FINRA ( www.FINRA.org) / SIPC ( www.SIPC.org) / NFA ( www.nfa.futures.org) Access to the Veo platform’s open access capabilities is provided as a service to independent advisors using the brokerage, execution and custody services of TD Ameritrade. Veo open access is an indication of potential programming compatibility. It does not imply any TD Ameritrade, Inc. recommendation of, endorsement of, warranty of, or fitness for use of any third party’s products or services. TD Ameritrade is not responsible for information, opinions or services provided by a third party. Since TD Ameritrade must ensure that all vendors meet security requirements, integration with new vendors is not immediate and cannot be guaranteed.
1 TD Ameritrade Institutional is a division of TD Ameritrade, Inc., a brokerage subsidiary of TD Ameritrade Holding Corporation.2 “What’s New in Advisor Tech?”, Financial Planning, Dec. 1, 2013 : http://www.financial-planning.com/fp_issues/2013_12/whats-new-in-advisor-tech-2687323-1.html, and “Financial Planning 2012 Tech Survey,” Financial Planning, Dec. 1, 2012: http://www.financial-planning.com/fp_issues/42_12/technology-survey-financial-planners-2012-2682068-1.html?zkPrintable=1&nopagination=1 (Website requires free registration to view articles)